Cesar PeraltaCRD Number: 2960311
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cesar Peralta (CRD# 2960311) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in El Paso, TX and has over 23 years of experience in the finance industry.
Securities America Advisors, Inc.
Lpl Financial LLC
Kestra Advisory Services, LLC
|Bank Of America, N.a.||El Paso, TX||Jul 2018 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||El Paso, TX||Apr 2018 - Current||3|
|Cesar Peralta Consulting Group||San Jose,||Mar 2008 - Apr 2018||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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